IGBIX Mutual Fund

IGBIX Mutual Fund

NAV$6.74
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Returns Overview

1 Month
-3.20%
3 Months
-3.68%
6 Months
-2.70%
YTD
-4.30%
1 Year
-4.50%
3 Years (annualized)
+3.74%
5 Years (annualized)
-1.85%
10 Years (annualized)
+0.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IGBIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-4.30%
Peer Avg (YTD)
-1.59%
vs Peers
-2.71%

IGBIX Mutual Fund Performance

IGBIX performance across multiple time periods: 1-month -3.20%, YTD -4.30%, 1-year -4.50%, 3-year 3.74%, 5-year -1.85%, 10-year 0.82%.

IGBIX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

IGBIX vs another fund shows side-by-side returns. IGBIX alternatives are available in the Mutual Fund Screener.